1. HP Flow CM Professional
Delivering enterprise-level document management in an SMB package
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2. What is HP Flow CM ‘SaaS-based DMS’ Professional?
DMS = Document Management System
A computer system to track and store electronic documents and images of paper documents.
Storage/retrieval, search, versioning, metadata/indexing, security, etc.
SaaS = Software as a service
A software delivery model in which software and associated data are centrally hosted on the cloud
Typically accessed via a web browser
What are the advantages:
Low cost of entry, scalability, easy access via browser & mobile devices, regular upgrading
ECM (Enterprise Content Management)
CAGR 48%
Other content (video/audio)
Web content management
Business Process Management
Records Management
Etc.
What are the advantages:
Low cost of entry and lower total cost of ownership (TCO) - elimination of capital expenditures and dramatic reduction in IT salaries
Scalability: Hosted software, another term for SaaS offers you more scalability in using the software.
Regular Upgrading: SaaS Vendors regularly upgrade their software, so that the users don’t have to put any effort into installing and upgrading the applications.
Easy Access: A major advantage of SaaS is it can easily and quickly be accessed from anywhere with a web browser.
DMS
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3. Core features of most document management systems
Capture
Manage
Store
Preserve
Deliver
MFP scan input
multi-vendor support
Collaboration and file sharing
Share & retrieve files
Document repository
Backup
Formats: PDF, PDF/A, Doc,
XLS, XML, RTF, TIFF, etc
Alerts & notification
Archive
Pull printing
OCR
Mobile device app available
Capture electronic documents
Audit trails
Secure transfer and storage
Versioning
Document indexing
Secure access control
Search
Horizontal workflows
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4. HP Flow CM Professional provides all core features of a basic DMS
Capture
Manage
Store
Preserve
Deliver
Share folders, Publish links, Lock/unlock
Multiple secure physical locations, data is safe from natural disaster and intrusion.
Share, publish & Retrieve files anytime from anywhere
Upload from desktop
data stored in multiple secure physical locations
Upload from mobile
File & folder Alerts & Notification
Formats: Over supported
Pull printing from integrated MFP
Archive, no rules
Automatic OCR for Searchable documents
Secure transfer and storage from the leader in the IT industry
Full Audit Trails
Mobile Device App available – iOS & Android
Full Versioning unlimited versions
Document indexing
HP Flow CM Professional provides all core features of a basic DMS (Document Management System). Where HP Flow CM Professional stands apart from other DMS systems:
Capture
-- With HP OXPd-based devices, there is direct integration into the MFP or scanner allowing for access of your content directly from the front panel of the device (bypassing the need to go to your PC or mobile device to pull or send content to the cloud repository).
-- The OCR engine in the cloud creates a searchable document in your choice of formats.
Manage
-- Security features: provides & requires secure login to get access to any action (LDAP, NT Authentication)
-- Full audit trails: Automatic recording of any document related activity (create, edit, viewed, downloaded, time, owners, …), non-repudiation = proven to be accurate
Store
-- Secure transfer and storage from the IT industry leader
Bank-grade, 256-bit encryption to transmit data and store it in the cloud
Autonomy is the world’s largest cloud provider & stores data for thousands of customers, incl. some of the largest financial institutions
-- Autonomy’s IDOL Search engine
Full text search capabilities
Deliver
-- Share, publish & retrieve files anytime from anywhere
Access your files from your desktop/laptop, from your integrated HP LaserJet MFP or scanner or anywhere you go with your iOS or Android phone or tablet.
Intuitive UI, provides a common experience across desktop, mobile devices and MFP/scanner control panel
-- Pull printing from integrated MFP
Select PDF files in HP Flow CM Professional to print right from the control panel of your integrated HP LaserJet MFP
UPD Print to PDF
HP MFP/Scanner Integration second to none, Plus Multi-Vendor Support
HP Secure Access Control
Autonomy’s IDOL Search engine
Simple Workflows
Sync folders
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5. HP Flow CM Professional
Delivering enterprise-level content management in an SMB package
Target
Managed SMB Customers who need to securely capture, store, find and use digital and paper- based business content in order to:
Collaborate to make faster and better business decisions
Improve customer relationships and sales
Optimize productivity of knowledge & mobile workers
Enhance information security of company data
Meet regulatory requirements
HP Flow CM Professional is an cloud-based content management solution with:
Collaboration features to establish alerts and notifications to create simple workflows
Anywhere, anytime access to your business content
And, the security features you can trust from HP
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6. HP Flow CM Professional at-a-glance
Anywhere, anytime access PC
Any MFP/Scanner
HP Flow CM Professional solution
Tablet
HP Flow MFP*
Smart phone
Replace your filing cabinets
Use the HP HP Flow CM Professional cloud repository to securely store your business information for anywhere, anytime access. With any network scanner or MFP, PC or mobile device, you can scan/send documents into cloud storage. Documents are sent securely, transformed via OCR into a searchable file with automatic or user defined tagging and metadata. You establish security controls and then your approved users can access your content from a range of devices while working within or outside of your firewall. It is easy to find content with the built-in powerful search feature. Manage content in your cloud storage with version controls, check-in and check-out features, set alerts and notifications. Retrieve content in the format you want to work in, share it, or print it - all from the cloud.
* You can scan to or pull content directly from the cloud with HP Flow MFPs and select HP MFPs with a FutureSmart firmware upgrade.
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7. HP Flow CM Professional
Proven enterprise document management – now available to SMBs in the cloud
Based on Worksite –Autonomy’s proven document management platform (formerly Interwoven)
Standard document management system functionality: store, index, search, retrieve, versioning, check-in/out, etc.
Introduction (NA only)
November 1, 2012
Pricing
HP Flow CM Professional – $19.95/user/mo.
Unlimited user Site Rate Plan – starting at $500/mo
Key differentiators
Improve collaboration
Anytime, anywhere access
Security you can trust from HP
File sharing
Centralize paper and digital documents in a wide range of file formats
Simple workflows
Use alerts and notifications to create simple workflows
Advanced search
Full text search capabilities with Autonomy’s IDOL Search engine
Desktop
Full secure access and functionality via Web browser & desktop app
Tablet, smart phones
iOS & Android smart phones & tablets
MFP/scanner integration
Control panel with HP OXPd
Integration with any scanner/MFP
Secure Transmission & Storage:
128/256-bit SSL Encrypted
Access control & identity mgmt:
LDAP, NT authentication, Active Directory, SSO
Audit Trail
Automatic, Non-repudiation
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8. Image enhancement technology
Capture This…
…Get This
HP Flow CM mobile app technology for capturing pages from books, magazines, receipts, and other paper documents.
After user presses the shutter button, Image Enhancement technology does 3 things:
Automatically detects the page corners, then crops and straightens the page.
Sharpens text, filters noise, evens illumination, and brightens image
Creates multi-page PDF.
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9. Basic use case: Electronic filing cabinet with anywhere access
User Folders
User to create custom folder structure in HP Flow CM Professional, similar to Win file system
Unlimited levels of folders (only limited by storage)
Upload (=copy) any files directly into any folder
Upload/OCR from any scanners or MFP device
Folders & files only visible by user at this point
Upload folder for files loaded from a specific folder on the desktop
Upload folder
Briefcase folder
Project A
Briefcase folder to synchronize files with desktop for offline access
Access to all files from mobile devices
Project B
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10. Use case: Sales tool distribution for sales force
Marketing Folders
1. Access with mobile
Sales Rep gets alert and downloads new file with phone or tablet while on-the-road.
Project A !
Marketing Tools
2. Print from integrated MFP
Sales Rep gets alert and prints new file with integrated MFP in the office, at his hotel or at the airport (web access)
NewPriceSheet.pdf
Marketing tools developer Creates a folder for Marketing tools, shares it with all members and sets notification to be sent to all sales people when a new file is loaded or updated
Marketing tools developer updates pricing sheet in Marketing tools folder alerts sent to all sales people
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11. Use case: Invoice processing workflow using alerts & audit trail
Company Folders
Invoices for approval
Tom
David
Company Folders
Invoices for approval ! !
Tom
David
Approved
Admin scans invoices to folders of appropriate approver
Approvers gets notified through alert
Approvers review and move files to ‘approved’ folder
Accountant gets notified and pays bills
Audit trail ensures traceability of approvals
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